Phase/Gate View Customization

The Phase/Gate View Customization allows administrators to select which Phases or Gates are visible in the Insights Dashboard. For example, as Harvey Balls in the Activities Summary & Progress column.

Include or Exclude a Phase or Gate on Insights Dashboard

The Phases/Gates Customization lists the Phases and Gates created in the Release Phases Customization and the Release Gates Customization.

To include or exclude a Phase or Gate on Insights Dashboard:

  1. Go to Settings > Customization > Insights.
  2. Click Phases/Gates.
  3. Click to select or deselect the Include on Insights checkboxes.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.




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